TrendForce’s latest forecast estimates that shipments of foldable phones will reach 19.8 million units in 2025, maintaining a market penetration rate of around 1.6%, on par with 2024. Although growth has slowed compared to previous years, advancements in technology and declining prices are gradually positioning foldables as a key innovation in the mid-to-high-end smartphone
TrendForce’s latest investigations reveal that major Korean and U.S. memory suppliers are expected to significantly reduce or even cease production of LPDDR4X in 2025 and 2026. However, many mobile processors are not yet compatible with LPDDR5X, resulting in a supply-demand mismatch.
TrendForce’s latest research reveals that global smartphone production reached 289 million units in 1Q25. Although this represents a 3% decline compared to the same period in 2024, production remained relatively stable across major brands. In China, sales in the first quarter were buoyed by the ongoing consumer subsidy program, resulting in a modest uptick in shipments.
TrendForce’s latest research indicates that U.S. reciprocal tariffs are likely to drive TV brands to pass rising costs onto consumers through higher retail prices in the second half of 2025, further weakening consumer spending momentum. Meanwhile, China’s “trade-in” subsidy program in late 2024 had already pulled forward some demand, and despite the program’s extension into 2025, it is unlikely to stimulate additional purchases. Consequently, TrendForce projects global TV shipments in 2025 to decline by 0.7% YoY to 196.44 million units.
TrendForce’s latest research reveals that although the U.S. has granted a 90-day grace period before implementing reciprocal tariffs—offering temporary relief for notebook brands—the broader market remains clouded by policy and economic uncertainty. Brands began frontloading inventory in late 2024, pushing Q4 shipment growth to 5.1%, with 1Q25 seeing a 7.2% YoY increase.